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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / remove permissions to ...
Customer experience | Sales, Customer Insights,...
Suggested answer

remove permissions to edit notes on timeline

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Posted on by Community Member

Hi all,

I need to remove permissions to edit user's own notes on timeline. I tried the below but no luck, user can still edit them.

pastedimage1612855370705v1.png

I made sure that use is not assigned with any other roles that has write permissions. 

Could you please help?

  • Dan V2 Profile Picture
    Dan V2 13 on at
    remove permissions to edit notes on timeline
    Thank you for this suggested solution, it solved the problem for me.
  • Community Member Profile Picture
    Community Member on at
    RE: remove permissions to edit notes on timeline

    Hi Mehdi, Sorry I was away.... and yes, I have tried creating a completely new note... I'm still able to edit it :(

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: remove permissions to edit notes on timeline

    Any news ?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: remove permissions to edit notes on timeline

    Hi, 

    I just replay the same scenario in my environment. I agree that we have the ability to edit the note on the timeline. However, by clicking on save. An error message appears.  

    pastedimage1613462360746v1.png

    Important note: This will only work for new notes created after the cascade has been modified. Old notes will not be impacted. Otherwise, users will still be able to modify old notes. 

  • Community Member Profile Picture
    Community Member on at
    RE: remove permissions to edit notes on timeline

    yep... saved and published all customizations. Tested and still able to edit the note

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: remove permissions to edit notes on timeline

    Hi, 

    Save And publish your changes.

    When users will update the note, the system will pop an error message. 

    I will replay the same scenario in my environement. 

  • Community Member Profile Picture
    Community Member on at
    RE: remove permissions to edit notes on timeline

    Thanks Mehdi. I have done the same.. still no luck

    pastedimage1613456048190v1.png

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: remove permissions to edit notes on timeline

    Hi, 

    Go to your Solution --> Contact Entity --> 1:N Relationships --> Find & click on Contact_Annotation relationship

    pastedimage1613397325298v1.png

    Then configure your cascade as shown below: 

    pastedimage1613397382072v2.png

  • Community Member Profile Picture
    Community Member on at
    RE: remove permissions to edit notes on timeline

    Hi Mehdi, note is on contact entity... but I don't see Relationship Contact???

    Please advise

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at
    RE: remove permissions to edit notes on timeline

    If the relationship between the parent record and Note is 1: N, it will change depending on the setting of the association behavior.

    If it is Parental, it may have inherited the privileges of the owner of the parent record.

    Take a look at this document as well

    docs.microsoft.com/.../create-and-edit-1n-relationships

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